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Schwab US Broad Market ETF

1,308 hedge funds and large institutions have $12.9B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 37

128% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $15.2M

8% more funds holding

Funds holding: 1,2091,308 (+99)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$843M)

3% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.31%32.85% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,308
Holders Change
+99
Holders Change %
+8.19%
% of All Funds
15.92%
Holding in Top 10
137
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.44%
% of All Funds
1.67%
New
160
Increased
484
Reduced
470
Closed
37
Calls
$34.7M
Puts
$15.2M
Net Calls
+$19.5M
Net Calls Change
-$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
1276
Prudent Man Investment Management
Colorado
$9.34K +$52 +2 +0.6%
KCM
1277
Key Capital Management
Tennessee
$8.89K +$8.82K +339 New
TVWM
1278
Tower View Wealth Management
Wisconsin
$8.2K +$26 +1 +0.3%
TFA
1279
Toth Financial Advisory
Virginia
$7.95K +$7.89K +303 New
RDFA
1280
Ritter Daniher Financial Advisory
Ohio
$7.55K +$4.14K +159 +123%
BWM
1281
Bernard Wealth Management
Michigan
$6.26K
GWP
1282
Gen-Wealth Partners
Michigan
$6.12K +$52 +2 +0.9%
DAM
1283
Delta Asset Management
Tennessee
$5.36K
MS
1284
Monetary Solutions
Ohio
$5.19K +$5.15K +198 New
GWSA
1285
Global Wealth Strategies & Associates
Colorado
$4.75K
BBHC
1286
Brown Brothers Harriman & Co
New York
$4.72K
HIC
1287
Hamrick Investment Counsel
Washington
$4.37K +$4.35K +167 New
HNW
1288
High Note Wealth
Minnesota
$4.09K
WAS
1289
Winch Advisory Services
Wisconsin
$4.04K +$1.64K +63 +75%
CFG
1290
Clayton Financial Group
Missouri
$3.42K +$3.38K +130 New
CFP
1291
Comprehensive Financial Planning
Pennsylvania
$3.36K
NB
1292
NBT Bank
New York
$3.32K
WA
1293
Walsh & Associates
Florida
$2.2K +$2.19K +84 New
SS
1294
Sunbelt Securities
Texas
$2.18K -$651 -25 -23%
NRWA
1295
North Ridge Wealth Advisors
Oregon
$1.57K
NA
1296
Networth Advisors
Pennsylvania
$1.18K +$1.17K +45 New
RPC
1297
Rossmore Private Capital
Connecticut
$1.1K
MAFA
1298
MJT & Associates Financial Advisory
Minnesota
$951
BA
1299
Blueline Advisors
New Hampshire
$907 +$911 +35 New
TRCT
1300
Tower Research Capital (TRC)
New York
$577 +$573 +22 New